Tax Preparation

Tax Preparation

CFO Rick has been preparing both individual and business taxes since 2002. Our tax preparation and planning services will identify your unique tax issues and opportunities to reduce your tax obligations. Our services include tax consultations and advice on how to minimize your taxes in the coming years.

Tax laws change frequently and CFO Rick will ensure that you are always in compliance. Our friendly staff has the knowledge and experience to make filing your business or personal taxes easy. We can prepare every type of return from all 50 states and we can help you with filing prior year’s tax returns as well.

Businesses

CFO Rick provides business tax services for sole proprietors, partnerships, LLCs, corporations (including both C and S Corps) and non-profit organizations. Let us take care of your tax preparation and planning so that you can stay focused on running your business!

Individuals

CFO Rick can help you with your individual tax preparation, E-Filing, and estates and trusts. We will help you consider every possible tax issue, including capital gains/losses, business income/write-offs, pensions and annuities, retirement plans, rental income/expenses, new home purchases, nanny/housekeeper employment, dividends, unemployment compensation, social security, 401(k) plans, stock options, and more.

CFO Rick is licensed to represent clients with the Internal Revenue Service and we provide the following services:

Tax Preparation

Tax planning and counseling to minimize taxes

Merger, acquisition, reorganization, and liquidation advice

Analyses of alternative business decisions

Charitable Giving Planning

Stock option planning

IRS examinations and protests

Multi-state and foreign tax planning

Section 1031 exchange planning

Taxes can be confusing, stressful and time consuming.

But this shouldn’t prevent you from filing on time and avoiding unnecessary late fees. The best way to ease your tax anxieties is to put your financial portfolio in trusted hands.

Our experts will guide you through the jungle of corporate and personal taxes, federal and state tax law, hidden write-offs and complicated forms so your taxes are filed correctly and on time.

We look out for your best interests not just for the current year, but for your entire financial future.

“CFO Rick does a great job handling my company’s taxes for the year as well as the general bookkeeping. I’ve been very pleased with the staff and their level of professionalism.”

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About Us

CFO Rick is the premiere accounting firm for Bay Area small and midsize businesses. The company, founded in 2002 and based in San Francisco, offers a complete set of financial services from bookkeeping and payroll to budget and planning and financial consulting.